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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Advisors Management Group
La Crosse,
Wisconsin
| $334M | +$11.4M | +4% | 6.44% | 132% | 143 | 10.49% | 3.2 |
|
| 3777 |
3777
Howard Financial Services
Dallas,
Texas
| $333M | +$66.7M | +25% | 7.31% | 55.9% | 142 | 17.61% | 1.6 |
|
| 3778 |
3778
Crossvault Capital Management
San Antonio,
Texas
| $333M | +$15.6M | +5% | 9.42% | 56.4% | 87 | 9.2% | 3.9 |
|
| 3779 |
3779
SJS Investment Consulting
Sylvania,
Ohio
| $333M | – | – | 9.56% | 69.4% | 550 | – | 0 |
|
| 3780 |
3780
Sara-Bay Financial
Sarasota,
Florida
| $333M | +$77.5M | +30% | 19.4% | 233% | 88 | 18.18% | 1.1 |
|
| 3781 |
3781
GFG Capital
Miami,
Florida
| $333M | +$16M | +5% | 6.05% | 152% | 155 | 25.16% | 1.1 |
|
| 3782 |
3782
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $332M | +$16.4M | +5% | 6.55% | 75.1% | 516 | 13.37% | 2.1 |
|
| 3783 |
3783
Ratio Wealth Group
Denver,
Colorado
| $332M | +$27.6M | +9% | 4.45% | – | 64 | 12.5% | 0.8 |
|
| 3784 |
3784
Sio Capital Management
New York
| $332M | +$18M | +6% | 1.97% | 564% | 84 | 44.05% | 0.8 |
|
| 3785 |
3785
CMH Wealth Management
Portsmouth,
New Hampshire
| $332M | +$26.8M | +9% | 8.24% | 88% | 50 | 14% | 2.9 |
|
| 3786 |
3786
Windsor Capital Management
Phoenix,
Arizona
| $332M | +$19.6M | +6% | 5.16% | 49.1% | 121 | 6.61% | 5.1 |
|
| 3787 |
3787
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| $332M | -$17.3M | -5% | 4.66% | 1,119% | 21 | 9.52% | 1.1 |
|
| 3788 |
3788
Corbyn Investment Management
Lutherville,
Maryland
| $331M | +$26M | +9% | 7.51% | 71% | 93 | 10.75% | 2.4 |
|
| 3789 |
3789
Affinity Capital Advisors
Berkeley,
California
| $331M | +$33M | +11% | 9.66% | 72.7% | 129 | 10.85% | 1.6 |
|
| 3790 |
LDFR
3790
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $331M | +$23.2M | +8% | 12.4% | 37.5% | 202 | 48.02% | 2.4 |
|
| 3791 |
JWCA
3791
J.W. Coons Advisors
Columbus,
Ohio
| $331M | +$38.9M | +13% | 11.7% | 61.2% | 265 | 9.81% | 1.3 |
|
| 3792 |
CCM
3792
Composite Capital Management
Hong Kong
| $331M | -$89.2M | -21% | 3.45% | – | 1 | 0% | 0.5 |
|
| 3793 |
3793
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $331M | +$30.8M | +10% | 10.8% | 93.2% | 174 | 8.05% | 3.6 |
|
| 3794 |
WCA
3794
Windsor Creek Advisors
Bethel,
Vermont
| $331M | -$18.3M | -5% | 4.6% | 48.3% | 134 | 28.36% | 1.5 |
|
| 3795 |
3795
Mainstay Capital Management
Grand Blanc,
Michigan
| $331M | +$156M | +89% | 7.12% | 131% | 140 | 41.43% | 1.6 |
|
| 3796 |
3796
Benin Management Corp
Wilton,
Connecticut
| $331M | +$16.8M | +5% | 10.8% | 91.7% | 105 | 5.71% | 5.9 |
|
| 3797 |
3797
Schoolcraft Capital
Boulder,
Colorado
| $330M | +$32.4M | +11% | 5.76% | 58.7% | 53 | 3.77% | 2.2 |
|
| 3798 |
3798
Northern Right Capital Management
Darien,
Connecticut
| $330M | -$7.6M | -2% | 6.32% | 187% | 98 | 30.61% | 0.7 |
|
| 3799 |
3799
Investors Research Corp
Atlanta,
Georgia
| $330M | +$34.1M | +12% | 7.03% | 62.1% | 1,095 | 7.4% | 2.4 |
|
| 3800 |
3800
Nixon Peabody Trust
Boston,
Massachusetts
| $330M | +$53.5M | +19% | 10.5% | 101% | 93 | 27.96% | 3.1 |
|